OmniStar Financial Group’s Southern Company SO Stock Holding History

OmniStar Financial Group’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.01M	Buy	41,922 +37,968	+960%	+$3.57M	1.85%	13
2026 Q1	$382K	Sell	3,954 -25,726	-87%	-$2.38M	0.2%	98
2025 Q4	$2.59M	Buy	29,680 +1,109	+4%	+$101K	1.52%	16
2025 Q3	$2.71M	Sell	28,571 -9,484	-25%	-$885K	1.64%	16
2025 Q2	$3.49M	Buy	38,055 +1,756	+5%	+$158K	2.62%	6
2025 Q1	$3.34M	Buy	36,299 +30,036	+480%	+$2.6M	2.64%	5
2024 Q4	$516K	Buy	6,263 +3,100	+98%	+$272K	0.41%	78
2024 Q3	$285K	Buy	3,163 +12	+0.4%	+$1.02K	0.21%	116
2024 Q2	$244K	Hold	3,151	–	–	0.22%	109
2024 Q1	$226K	Hold	3,151	–	–	0.21%	110
2023 Q4	$221K	Sell	3,151 -200	-6%	-$13.7K	0.28%	82
2023 Q3	$217K	Hold	3,351	–	–	0.26%	87
2023 Q2	$235K	Hold	3,351	–	–	0.28%	82
2023 Q1	$233K	Hold	3,351	–	–	0.3%	83
2022 Q4	$239K	Hold	3,351	–	–	0.27%	95
2022 Q3	$227K	Hold	3,351	–	–	0.27%	98
2022 Q2	$238K	Sell	3,351 -23	-0.7%	-$1.69K	0.26%	100
2022 Q1	$244K	Buy	3,374 +1	+0%	+$68	0.24%	102
2021 Q4	$231K	Hold	3,373	–	–	0.24%	107
2021 Q3	$209K	Buy	+3,373	New	+$217K	0.25%	106

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

OmniStar Financial Group's SO Position: Q2 2026 in Review

OmniStar Financial Group increased its Southern Company (SO) stake by 960% in Q2 2026, buying an estimated $3.57M and bringing the position to 41,922 shares worth $4.01M. The position accounts for 1.85% of the portfolio, ranked #13.

OmniStar Financial Group first reported a position in SO in Q3 2021 and has held it in 20 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

OmniStar Financial Group held 41,922 shares of Southern Company worth $4.01M as of Q2 2026.
OmniStar Financial Group bought 37,968 Southern Company shares in Q2 2026, an estimated $3.57M.
Southern Company made up 1.85% of OmniStar Financial Group's portfolio in Q2 2026, its #13 holding.
OmniStar Financial Group first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.